Broker Check

Financial Planning, Less Complicated

Our process at Modern Wealth Collective™ takes the complexity of financial concepts and simplifies them in a way that helps you feel confident about your plan.  Because we value transparency and trust, each step in our approach helps us to determine if we're the right fit in building and maintaining a long-term relationship with you.  We want you to feel empowered by your financial decisions, and that starts with choosing us as your financial partner.

Step 1: Share Your Vision With Us

Step 1: Share Your Vision With Us

Schedule a Discovery Call 

  • Our 15-minute Zoom call gives us the opportunity to hear what you're most passionate about and why your intentions are important to you.


  • We talk about some of the barriers or challenges you feel are preventing you from reaching an unrestrained financial life.


  • At the end of our call, we discuss next steps on how we can help you achieve wealth empowerment.
Step 2: Understand Your Wealth Journey

Step 2: Understand Your Wealth Journey

Our Strategy Session

  • In this hour-long session, we dive deeper into your most important financial goals.


  • We discuss what potential gaps lie in your plan and give you a written summary of 2-3 action items.  


  • At the end of the meeting, we determine next steps your wealth journey.
Step 3: Let's Get to Work

Step 3: Let's Get to Work

Holistic Financial Planning

  • Based on your Strategy Session, our team designs and implements a comprehensive financial plan in a series of 1:1 sessions with your wealth advisor.


  • Throughout this foundational 6-9 month period, your advisor also provides accountability calls and action items to help us stay on track.


  • Asset management is also available with our wealth team to manage your portfolio based on your goals, risk and time horizon. 


Step 4: The MWC Membership

Step 4: The MWC Membership

Ongoing Maintenance and Advice

  • After your foundational 6-9 month planning period, we activate your monthly membership to keep the long-term momentum going with quarterly calls and one Annual Review meeting.


  • Your membership gives you access to our resources and tools that will help you stay educated and empowered in your professional and personal growth.


  • When major life changes happen, we'll be there to guide you and make adjustments to your financial plan.


We're ready for you.  Schedule your Discovery Call with us today.

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